CFD

Creative Financial Designs Portfolio holdings

AUM $1.59B
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,383
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$13M
3
+$3.75M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.73M
5
AMZN icon
Amazon
AMZN
+$2.48M

Top Sells

1
+$13.8M
2
+$11.7M
3
+$10M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.27M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.52M

Sector Composition

1 Technology 4.38%
2 Consumer Discretionary 2.75%
3 Industrials 2.71%
4 Financials 2.59%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$3K ﹤0.01%
2
1102
$3K ﹤0.01%
59
1103
$3K ﹤0.01%
108
1104
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1105
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48
1106
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45
1107
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1,000
1108
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50
1109
$3K ﹤0.01%
+49
1110
$3K ﹤0.01%
114
+1
1111
$3K ﹤0.01%
+75
1112
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10
1113
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30
1114
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15
1115
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18
-15
1116
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39
-60
1117
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1118
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1119
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133
+87
1120
$3K ﹤0.01%
208
1121
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105
1122
$3K ﹤0.01%
200
1123
$3K ﹤0.01%
15
1124
$3K ﹤0.01%
166
-1
1125
$3K ﹤0.01%
130
43 44
45
46 47